Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Job Description
- The Executive Personal Assistant provides high-level administrative support to the Chief Operations Officer for Group Technology and Transformation, managing complex diaries, coordinating meetings and travel, handling confidential information, and supporting office operations. The role requires strong organisational skills, proactive problem-solving, and the ability to work independently.
Diary & Meeting Management
- Effective management of diaries (scheduling of appointments, internal and external meetings and conferences, and ensuring timely resolution of calendar conflicts).
- Ensure that the Executives are equipped with necessary documentation to proceed with meetings.
Travel, Events & Functions
- Provide department with support in relation to arranging functions, venue bookings, and making travel arrangements when necessary.
- Organise complex and detailed travel plans and itineraries (local and international), and compile documents for travel-related meetings. Facilitate visas, forex and booking as well as logistics.
Office Administration & Infrastructure
- Responsible for office infrastructure, e.g. office equipment and ordering stationery.
- Develop and manage an efficient filing system.
Executive Support, Reporting & Correspondence
- Accountable for completing tasks of a personal nature on behalf of the senior manager.
- Support the Executive Managers by collating reports, business presentations, drafting correspondence and taking minutes for meetings chaired the Executives (if required).
- Perform secretarial duties for executives and other senior employees in the team, when required.
Financial Administration
- Could be accountable for the management of a budget or significant spending on a budget.
- Manage and ensure the sign-off and processing of supplier invoices. Maintains confidentiality of information.
- Coordination, Onboarding & Stakeholder Management
- Responsible for the procurement of assets, arranging relevant access and provision of relevant documentation for new hires reporting into the Executive Managers.
- Ability to redirect tasks, queries and escalations to relevant Executive’s direct reports.
- Supports vendors and external parties with logistics on behalf of executive manager.
MINIMUM REQUIREMENTS
Education
- Grade 12
- A 3 year tertiary qualification in Business Administration, or equivalent experience
- 4 years relevant experience
Requirements
- Proficiency in MS Office
- Some technical knowledge about area of operation
- Experience in managing budgets
- Excellent organisational skills
- Attention to detail
- Deadline orientated
- Ability to prioritise work in order of importance and risk
- Excellent communication and interpersonal skills
- Strong pro-active problem-solving skills
- Ability to work under pressure
- Good interpersonal skills
- High level of ownership and independence (able to run the office in the absence of the Executives for long periods of time)
- Adequate stakeholder management experience (working with Executives)
Competencies
- Directs Work
- providing direction, delegating, and removing obstacles to get work done.
- Drives Results
- Consistently achieving results, even under tough circumstances.
- Ensures Accountability
- Holding self and others accountable to meet commitments.
- Manages Complexity
- Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.
- Optimizes Work Processes
- Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.
- Plans and Aligns
- Planning and prioritizing work to meet commitments aligned with organizational goals
- Tech Savvy
- Anticipating and adopting innovations in business-building digital and technology applications
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
- Directs Work
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
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Job Description
- Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations.
- Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Key Account Management
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Budgeting
- Track budgets and report variances to more senior colleagues.
Organizational Capability Building
- Provide coaching to team members to develop their skills.
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
- Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
- Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
- Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
- Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
- Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
- Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
- Maintains branch operations through effective expense and cost management in support of branch profitability.
- Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
- Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
- Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
Skills
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Closing Date
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
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Job Description
- The IT Governance, Risk and Compliance (GRC) Manager will lead first-line IT GRC activities to ensure the organization’s technology risks are identified, assessed, treated, and monitored effectively.
- The role will establish and maintain practical governance frameworks that enable compliant, efficient, and accountable IT operations. The incumbent will manage first-line combined assurance activities by coordinating assurance coverage, validating control effectiveness, and supporting audit readiness.
- They will facilitate internal and external audits, ensuring timely response to findings and effective tracking to closure. The role includes managing and reporting on IT compliance obligations, deviations, and remediation progress.
- The position will continuously improve GRC processes and tools to increase maturity, transparency, and control assurance outcomes.
Responsibilities
IT Governance
- Define, maintain, and operationalize IT governance practices aligned with organizational governance frameworks.
- Support the implementation of relevant IT policies, standards, procedures, and control frameworks.
- Ensure accountability and clarity of IT governance roles (e.g., control owners, process owners, evidence owners).
- Monitor adherence to governance requirements and escalate breaches or persistent non-compliance.
IT Risk Management
- Lead the first-line IT risk management process, including identification, assessment, treatment, and monitoring of IT risks.
- Maintain the IT risk register and ensure risks are accurately described, scored, and owned by the appropriate accountable business and IT owners.
- Support risk treatment planning (mitigation, acceptance, or transfer, where applicable) and ensure implementation is tracked to completion.
- Establish risk reporting and governance rhythms (e.g., risk committees or steering sessions) and provide actionable insights to management.
IT Compliance
- Ensure compliance with applicable regulatory, legal, contractual, and internal requirements impacting IT.
- Coordinate compliance assessments and gap analyses, translating requirements into practical control expectations.
- Maintain compliance trackers and obligation registers, including deadlines, evidence requirements, and status reporting.
- Support management in handling exceptions, remediation plans, and required approvals.
First-line Combined Assurance
- Plan, coordinate, and execute first-line combined assurance activities for IT controls and risk themes.
- Validate control effectiveness through collaboration with control owners and process owners (evidence reviews, testing coordination, walkthroughs).
- Ensure assurance coverage is risk-based, documented, and avoids duplication across assurance activities.
- Provide assurance results and insights to management, highlighting material control gaps and recurring themes.
Facilitate audits and track issues
- Act as the primary point of contact for first-line audit support relating to IT governance, risk, and compliance.
- Coordinate audit requests, including evidence compilation, walkthroughs/interviews, and responses to audit queries.
- Track audit findings and issues to closure, ensuring correct classification, root cause analysis, accountable ownership, and realistic remediation timelines.
- Provide periodic reporting on audit status, key themes, and overdue items to relevant stakeholders.
Continuous Improvement
- Continuously review and enhance GRC methodologies, templates, control libraries, workflows, and reporting dashboards.
- Identify process improvement opportunities and implement enhancements to improve evidence quality, timeliness, and control assurance outcomes.
- Stay current with evolving IT governance, risk, and compliance expectations and recommend improvements accordingly
Team Management
- Lead, coach, and develop a dedicated IT GRC team (where applicable), ensuring clear accountability for governance, risk, compliance, assurance, and audit support activities.
- Assign and manage workloads, set priorities, and ensure team activities align with the annual GRC plan, risk appetite, and audit/compliance calendars.
- Provide guidance and technical oversight to team members on risk assessments, control evaluations, compliance gap analyses, evidence standards, and issue remediation.
- Manage relationships and working arrangements across cross-functional stakeholders, including escalation paths and communication protocols when risks or compliance breaches are identified.
- Monitor team output and effectiveness through quality checks (evidence adequacy, completeness of risk/control documentation, and timeliness of reporting), and drive continuous improvement actions.
Qualifications
- Degree or qualification in Information Technology, Information Systems, Risk/Compliance, Audit, or a related field.
- Relevant professional qualification(s) in risk, compliance, audit, governance, or IT (e.g., CIA, CISA, CRISC, COBIT, ISO-related credentials, or equivalent).
Experience
- Proven ability to lead and manage teams.
- Proven experience in IT governance, risk management, and/or IT compliance within a regulated environment.
- Experience performing or supporting IT audits, control testing, or assurance activities (internal and/or external audits).
- Demonstrated ability to manage end-to-end remediation of audit findings and control gaps.
- Strong exposure to first-line control ownership and evidence management practices.
- Experience coordinating with multiple stakeholders (IT operations, engineering teams, security, internal audit, compliance, and management).
- Familiarity with governance frameworks and risk/compliance operating models (e.g., risk registers, control frameworks, compliance obligation tracking).
Skills
- Strong risk and control mindset, with the ability to translate requirements into practical control expectations.
- Excellent stakeholder management and facilitation skills (e.g., workshops, walkthroughs, alignment sessions).
- Strong analytical and problem-solving skills, including root cause analysis and remediation planning.
- Competence in producing clear documentation, control and evidence standards, and auditable records.
- Strong reporting skills, with the ability to deliver concise, executive-ready risk and compliance insights.
- Ability to prioritize effectively and manage multiple workstreams simultaneously while meeting deadlines.
- Proficiency in GRC tooling and/or risk and compliance tracking systems (or similar workflow systems).
Knowledge
- Knowledge of IT governance and control concepts (e.g., access management, change management, incident and problem management, IT operations controls).
- Understanding of common IT risk types (technology, operational, cyber-related where relevant, third-party/vendor, data/privacy, and availability risks).
- Awareness of regulatory and internal compliance expectations relevant to financial services (specific regulations can be listed once confirmed).
- Familiarity with audit processes and evidence standards, including how findings are classified and closed.
- Working knowledge of security and risk concepts that commonly intersect with IT governance.
Skills
- Contract Administration, Contract Management, Data Compilation, Financial Acumen, Information Retrieval, Information Technology (IT) Risk, Information Technology (IT) Risk Management, IT Compliance Management, Legal Communication, Negotiation, Network Optimization, Oral Communications, Remediation Plans, Report Review, Requirements Management, Risk Assessments, Supplier Management, User Experience (UX) Design
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Communicates Effectively
- Courage
- Cultivates Innovation
- Customer Focus
- Decision Quality
Education
- Bachelor of Commerce (BCom): Information Technology (Required), NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
- The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
Role Description
Key /Performance Areas
- Financial Advice
- Provides advice in line with the customer value proposition & compliance framework.
- Works in specific allocated markets.
- Works with a specific range of products.
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
Relationship Building
- Establish sound working relationships and maximises opportunities with prospective clients.
- Uses appropriate interpersonal and communication techniques to gain client acceptance.
Sales/ Productivity
- Develops, tracks & reviews business plan to meet individual performance targets.
- Engages in limited prospecting.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Attributes / Competencies
- Client Focus
- Decision Making
- Planning & Organising
- Sales Ability
- Technical Knowledge
- Tenacity
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
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Job Description
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
- Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 17 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
- We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
Role overview
The Team:
- As part of Old Mutual’s Personal Finance segment, you will be part of shaping and executing the Retail Protection strategy. The Retail Protection Product team is responsible for the design, development, delivery and maintenance of a holistic suite of retail protection propositions within our Personal Finance markets across the middle-to-high income markets in South Africa. Development support is also provided to our Namibian business.
- Guided by our vision - to be our customer’s first choice to sustain, grow and protect their prosperity - we are passionate about developing simple, yet innovative propositions that are relevant to our customer’s and advisor’s needs, deliver on its promises and ultimately enable our customers to achieve their financial dreams and goals.
- The Retail Protection Product team has an exciting opportunity for a Senior Actuarial Specialist. A key focus will be the delivery of major projects and product developments across the South African and Namibian retail market as well as providing ongoing support and product management to Old Mutual’s flagship retail protection products. The role will support the current product ranges as well as any new and innovative propositions for our retail customers. This includes but will not be limited to Life, Disability, Severe Illness and Funeral Cover for individuals and businesses.
- Collaboration is at the heart of this role. You’ll work closely with teams across the value chain including pricing & experience investigations, marketing, servicing, claims, legal and compliance, IT and colleagues within the broader Personal Finance segment to turn insights and ideas into solutions that matter.
- This is your opportunity to drive meaningful change, combining technical depth, commercial thinking and creativity to differentiate our propositions in a competitive market.
What you’ll love about this role:
- Exposure to a wide range of complex retail protection products to grow your technical product development expertise.
- Ability to bring forward creative ideas to support the business in responding to internal and external challenges including using technology and digital solutions to rethink and optimise ways of work.
- Being part of a dynamic team focused on reshaping the proposition and associated processes to deliver customer value and support advisors in a competitive market.
- Build your stakeholder engagement skills.
What we’re looking for:
- A passion for Protection products and fair understanding of the South African retail market and regulatory environment.
- Ability to use data and analytical techniques to draw insights to optimise the product design and processes.
- Solution driven, passionate, energetic and innovative approach to work.
- Ability to work in a diverse and evolving environment.
Key Result Areas
In this role, you will be expected to:
- Play a leading role in the design and ongoing management of the Retail Protection product ranges
- Leverage actuarial expertise to provide product support on technical product rules, underwriting and claims to solve business challenges and address customer or advisor queries.
- Produce and maintain product specification documents related to the above
- Apply a risk management and market conduct lens across tasks to ensure robust product design and decision making.
- Incorporate regulatory impacts into retail protection product design and correspondence.
- Work cross-functionally to deliver on pre-defined pieces of work and support the technical actuarial aspects of the delivery of end-to-end solutions.
- Manage stakeholder expectations
- Drive process efficiencies and innovation by leveraging technology, data, market insights and design thinking.
Requirements: Skills, Qualifications and Experience required
- Nearly or newly qualified actuary, or actuarial student with excellent exam progress, and a minimum of 4 years’ relevant experience.
- Product development experience would be an added advantage
- Exposure to coding or process automation will be beneficial
- Business acumen and negotiation skills
- Strong interpersonal and communication skills, with the ability to collaborate effectively across teams with diverse skill sets
- Ability to work independently, as well as in a team
- Ability to work on a wide range of deliverables over a given period of time
- Ability to complete tasks within agreed timelines with minimal guidance. Capacity to work under pressure when required.
- Please note: the appointment may be made at a lower role size depending on the successful candidates’ experience and exam progress.
Competencies
- Strategy
- Innovation
- Collaboration
- Leading with Influence
- Execution
- Customer First
- Personal Mastery
Skills
- Analytical Thinking, Computer Literacy, Data Compilation, Data Controls, Executing Plans, Information Management, Insurance Product Management, Insurance Sales, Legal Practices, Market Analysis, Numerical Aptitude, Risk Management
Competencies
- Balances Stakeholders
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
- Drives Results
Education
- Bachelor of Science (BSc): Actuarial Science (Required)
Closing Date
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What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
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Job Description
- Responsible for managing the activities of a group of Underwriters. Oversees the decision process for the group. Monitors decisions of Underwriters and ensures systems and work flow meet appropriate standards. Selects and accepts major risks on behalf of the company
- and assists in the planning and control of the department. Assesses most complex situations that involve greatest risk. Within company guidelines, approves or denies applications on own discretion.
Competencies Critical objectives and responsibilities
- Customer
- Collaboration
- Leading with Influence
- Innovation
- Personal Mastery
Executing
- Selects and accepts major risks on behalf of the company and assists in the planning and control of the department. Assesses most complex situations that involve greatest risk
- Prepare quotations in response to proposals received for credit insurance cover
- Issue policy documents in respect of accepted quotations
- Review existing policies on a regular basis and to assess credit risks
- Ensure smooth administration of policies by giving prompt attention to all correspondence, emails and telephone calls received from branches, policyholders, brokers and other parties
- Supervise staff, plan and organise workflow
- Continuous improvement to ensure effective service
- Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance CONFIDENTIA requirements.
- Ensure adherence to organisational policies, practices and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Service delivery to ensure customer satisfaction
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
- Cost control and governance adherence
- Proactively ensure use of time, of resources, money, materials or equipment is in line with policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
- Quality people practices
- Align own behaviour with the organisation's culture and values.
- Share and transfer product, process, and systems knowledge to colleagues.
- Ensure achievement of own performance objectives.
- Actively share information with other team members regarding successes, issues, trends, and ideas.
- Actively participate in own professional development and career path.
- Manage the team’s performance.
- Actively promote a culture of learning and high-performance culture amongst team members.
Experience, knowledge & skills required
- Grade 12
- Tertiary qualification in Commerce (NQF Level 6-7 orequivalent) or studying towards a Commercial degree
- Must have passed the Mark 4 Underwriting Technical Test
- Must have experience as an Underwriter at Mark 4 level
- Must have a mandate and prior experience will be required
- Have in depth knowledge of the commodities in the industry and must have worked with policy holders
- Underwriting skills at policy holder level
- Must have excellent communication skills
- Must have a Code 8 Drivers License
Skills
- Action Planning, Computer Literacy, Data Compilation, Data Controls, Default Risk, Insurance Product Management, Insurance Sales, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Risk Based Pricing, Risk Management, Underwriting Management
Competencies
- Action Oriented
- Business Insight
- Communicates Effectively
- Decision Quality
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- This role is responsible for capturing, checking, loading and verifying of Fund prices and MM yields that feed various Product Administration Systems including BaNCS. Shift work is required in the role.
Responsibilities
Administration
- Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
Correspondence
- Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Insights and Reporting
- Extract and combine data to generate standard reports.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Qualifications and Experience required
- Completed Matric
- Tertiary Qualification would be advantageous
- Minimum of 3 years’ experience in a similar role
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
- Directs Work
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
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Job Description
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
- Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
- This role is a Line 2 IT and Data Risk role within the wider GRCA team. This role is responsible for the Line 2 Risk oversight for IT and data risks across Old Mutual Insure (OMI) and Old Mutual Alternative Risk Transfer Insure(OMARTi).
- Areas of focus include Security/ Cybersecurity, Strategic Programs, IT Control Environment, Core systems and processes, AI, Digital & Data, Resilience and Cloud.
- Engagement with the Office of the Chief Information Security Officer (CISO) and other key IT Stakeholders is required to ensure alignment and tracking of progress across key IT and data risks.
- Collaboration with the Enterprise Risk Management and Compliance teams is crucial, and while a working knowledge of key business processes such as underwriting and claims is not essential, it will be an advantage. A strong understanding of regulations and risk management practices related to IT and data in the Financial Services environment is also required.
- This role provides independent second line oversight, challenge and reporting and does not own or operate IT systems, controls or incident response activities.
Responsibilities will include the following:
Risk Management
- Drives the communication of risk management requirements and standards and actively promotes embedding of a strong risk culture.
- Supports the IT and data teams to identify, measure, monitor, manage and report on material risks within their functional area of responsibility.
- Can support management to identify suitable mitigating actions to address key IT and data risks.
- Supports management with the policy adoption, roll out and compliance.
- Provides objective oversight, monitors, and reports on the maintenance of prescribed minimum IT and data risk standards, methodologies, processes, and data requirements, and initiates appropriate corrective action as may be required.
- Defines, monitors and escalates IT, cyber and data risk appetite metrics and tolerance thresholds, including the identification and reporting of positions that are out of appetite to management and Risk Committees.
- Provides independent second line oversight of material IT, cyber and data incidents, including review of root cause analysis, control adequacy and remediation actions, while remaining independent of first line incident response and system operations.
- Provides second line oversight of technology and data related third party and outsourcing risks, including cloud service providers, material vendors and critical service dependencies.
- Supports oversight of operational resilience for critical IT and data services, including consideration of severe but plausible disruption scenarios and associated risk exposures.
- Maintains a forward-looking view of emerging and systemic IT and data risks, including developments in technology, AI, cyber threat landscapes and regulatory expectations.
- Provides oversight of data quality, integrity and availability risks, including risks impacting decision making, regulatory reporting and customer outcomes.
Reporting
- Provide input into the CRO, Executive and Board committees on key IT and data risks.
- Provide reporting and insights at forums such as management committees and IT executive committees.
- Support reporting processes across the broader GRCA/ Risk team.
- Ensures IT and data risk reporting provides clear, useful insight on current risk profile, trends, emerging risks and alignment to risk appetite.
Stakeholder Management
- Collaborates strongly with IT Management/ Executive teams to ensure risks are managed appropriately.
- Provides support to the Line 1 risk owners, controls owners, risk indicator owners, management action owners, and risk coordinators, so they are enabled to fulfil their risk management responsibilities.
- Will be required to fulfil a Center of Excellence (CoE) role and “Support to Risk Partner” role. Strong collaboration is required with all.
- Risk CoEs and other Assurance providers.
- Provides input into risk profile reviews in collaboration with other Risk CoEs and assurance providers.
- Acts as a trusted risk advisor to senior technology stakeholders while maintaining appropriate constructive challenge and independence.
Team Effectiveness
- Provides strategic direction to the team.
- Balances own priorities with directing and motivating others.
- Creates a climate for optimal performance.
- Guides and directs staff to achieve operational excellence standards.
- Manages performance of staff.
- Plans and assigns work over periods of 1-2 years.
Key Experience, Knowledge and Qualifications required:
- Degree and/ or post-graduate qualification in risk management/ internal audit or equivalent.
- Relevant IT qualifications/certifications in Risk Management and Cloud, or similar.
- Experience on large programs and enterprise-wide changes.
- At least 10 years' experience in risk management, internal audit, operations, or similar fields, with a focus on management of IT and data risks.
- Experience in working across a value chain is essential.
- Experience in managing IT and data risk in a Financial Services environment.
- Solid Planning, Integration and Execution skills.
- Strong stakeholder management skills across all levels.
- Strong leadership skills, including coaching and mentoring.
- Excellent written and verbal communication skills, especially presentation skills.
- Solid integration and analysis skills.
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Job Description
- The role is that of a senior management accountant within the Old Mutual Wealth Management Expenses team with functions including Management Reporting, Expense Management, Budgeting/Forecasting, Expense Allocations, Financial Analysis/Interpretation of results and Adhoc Projects.
- This role requires an energetic self-driven individual that enjoys engaging with various stakeholders across the organisation on various expense related topics, a passion for expense management and process automation, driving reporting timelines of financial results and execution on the business plan, while managing governance and compliance at an operational level. This position is individually accountable for achieving results through self and others.
Key responsibilities will include amongst others:
- Lead month-end close processes, ensuring the validity, accuracy, and completeness of transactions across the general ledger, including expense-related entries within broader segment entities.
- Apply in-depth expertise in complex journal entries, including IFRS 2 (Share-Based Payments), IFRS 16 (Leases), and long-/medium-term incentive schemes.
- Review and prepare monthly expense allocations within the segment, requiring a comprehensive understanding of allocation methodologies and IFRS 17 (Insurance Contracts). Support the annual review and implementation of revised methodologies.
- Produce internal financial and management reports, including presentations with detailed commentary to inform decision-making.
- Review monthly Balance Sheet and Income Statement reconciliations, maintaining strong financial controls and driving corrective actions through collaboration with stakeholders.
- Partner with diverse stakeholders to manage expenses, focusing on driving cost efficiencies and providing insightful commentary to support effective expense governance across the business.
- Provide comprehensive expense management, financial oversight, and process support to the business.
- Monitor adherence to Group expense policies, escalating instances of non-compliance to ensure proper governance.
- Drive expense governance in collaboration with business stakeholders and budget center owners.
- Develop and prepare the business plan, ensuring alignment with strategic objectives, and support effective communication with stakeholders on key areas of delivery and organizational change.
- Provide inputs into the quarterly expense forecasting process to support accurate financial planning.
- Identify risks proactively and implement reconciliations and controls to safeguard financial integrity.
- Champion process improvements and efficiencies to optimize expense management practices.
- Serve as the primary liaison for audits, ensuring alignment with Group audit requirements and sign-off.
- Manage and support team members by providing training, guidance, and mentorship to junior staff, ensuring accurate and timely reporting as well as effective operational delivery.
Personal/Team Effectiveness:
- Ability to work in a fast-paced environment, with multiple priorities and deliveries with tight deadlines.
- Individually accountable for tasks.
- Effective time-management.
- Proactive, eager to learn and share knowledge.
- Systematic, methodical and attention to detail.
- Strong work ethic, self-motivated and high standards of achievement.
- Drive process improvements and efficiencies.
- Trustworthy, dependable, accountable, team player.
- Curious, tenacious, confident, solutions-oriented, resilient.
- Strong communication skills.
Qualifications and Experience required
- Educational Background – Bachelor of Commerce in Accounting or equivalent qualification.
- Professional Experience – Minimum of 10 years in a comparable role, demonstrating extensive financial and accounting expertise.
Technical Knowledge -
- Proven experience with IFRS 16 (Leases) and IFRS 2 (Share-Based Payments, Incentive Schemes).
- Working understanding of IFRS 17 (Insurance Contracts) considered advantageous.
- Advanced Excel Proficiency – Strong ability to manage, analyze, and interpret complex data sets.
- Oracle Financials Knowledge – Experience with Oracle Financials systems is advantageous.
- Expense Management & Allocations – Proven track record in handling expense processes and allocation methodologies.
- Stakeholder Engagement – Skilled at building and maintaining productive relationships across diverse business units, securing alignment and commitment.
- Analytical & Decision-Making Skills – Strong capability in monitoring information, identifying trends, and making sound business decisions.
- Communication Excellence – Effective written and verbal communication skills, with the ability to convey complex information clearly.
- Resilience Under Pressure – Adept at managing conflicting priorities and delivering results in high-pressure environments.
Skills
- Accounting, Action Planning, Analytical Thinking, Budget Management, Computer Literacy, Data Analysis, Database Reporting, Data Classification, Data Compilation, Data Controls, Data Encoding, Data Modeling, Evaluating Information, Numerical Aptitude, Solution Analysis
- Competencies
- Business Insight
- Collaborates
- Decision Quality
- Financial Acumen
- Manages Complexity
- Nimble Learning
- Optimizes Work Processes
- Resourcefulness
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
About Group Internal Audit’s grad programme:
- Graduates choose roles that are meaningful and forward-looking, offering opportunities to develop skills that accelerate their career growth. Are you curious about how organisations really work behind the scenes?
- Do you want to apply what you have learned to real world business challenges? Do you want to gain hands‑on exposure, work with industry experts, and build future‑ready skills? If your answer is yes, then kick‑start your career with our Group Internal Audit Graduate Programme.
- The successful candidate will be responsible for delivering elements of audit assignments in accordance with Group Internal Audit methodology and as per agreed quality standards. In this exciting role you will apply the knowledge and skills you attained in your speciality in university within our setting and with our guidance.
What’s in it for you?
- Professional exposure through continuous coaching and development opportunities
- Future ready roles with access to excellent learning and development opportunities
- Alignment to professional qualifications through a robust and structured programme
- Opportunities to work in an environment with cutting edge internal audit techniques
- The chance to build a long term career aligned with your aspirations
Requirements: Skills, Qualifications, Experience required:
- Tertiary qualification in Finance (B.Com or B.BusSci) or Auditing (Internal or External) or similar
- Honours or equivalent (completed by end 2026)
- Achieved a minimum of 65% average in the last 2 years
- A South African citizen
- Cape Town based
Advantageous:
- Data analytics course or experience
- Innovative, challenging and positive mindset
- Exceptional communication skills
- Problem solving aptitude
- Self-driven and accountable
- Able to handle change and manage ambiguity
Skills
Competencies
- Builds Networks
- Business Insight
- Customer Focus
- Ensures Accountability
- Financial Acumen
- Interpersonal Savvy
- Manages Complexity
- Plans and Aligns
Education
- NQF Level 8 - Honours or Postgraduate Diploma or equivalent (Required)
Closing Date
go to method of application »
Job Description
About Group Internal Audit’s grad programme:
- Graduates choose roles that are meaningful and forward-looking, offering opportunities to develop skills that accelerate their career growth. Are you curious about how organisations really work behind the scenes? Do you want to apply what you have learned to real world business challenges? Do you want to gain hands‑on exposure, work with industry experts, and build future‑ready skills? If your answer is yes, then kick‑start your career with our Group Internal Audit Graduate Programme.
- The successful candidate will be responsible for delivering elements of audit assignments in accordance with Group Internal Audit methodology and as per agreed quality standards. In this exciting role you will apply the knowledge and skills you attained in your speciality in university within our setting and with our guidance.
What’s in it for you?:
- Professional exposure through continuous coaching and development opportunities
- Future ready roles with access to excellent learning and development opportunities
- Alignment to professional qualifications through a robust and structured programme
- Opportunities to work in an environment with cutting edge internal audit techniques
- The chance to build a long term career aligned with your aspirations
Requirements: Skills, Qualifications, Experience required:
- Tertiary qualification in Law, Insurance, Risk Management or similar
- Honours or equivalent (completed by end 2026)
- Achieved a minimum of 65% average in the last 2 years
- A South African citizen
- Johannesburg based
Advantageous:
- Short term insurance knowledge
- Data analytics course or experience
- Innovative, challenging and positive mindset
- Exceptional communication skills
- Problem solving aptitude
- Self-driven and accountable
- Able to handle change and manage ambiguity
Skills
Competencies
- Builds Networks
- Business Insight
- Customer Focus
- Ensures Accountability
- Financial Acumen
- Interpersonal Savvy
- Manages Complexity
- Plans and Aligns
Education
- NQF Level 8 - Honours or Postgraduate Diploma or equivalent (Required)
Closing Date
go to method of application »
Job Description
About Group Internal Audit’s grad programme:
- Graduates choose roles that are meaningful and forward-looking, offering opportunities to develop skills that accelerate their career growth. Are you curious about how organisations really work behind the scenes? Do you want to apply what you have learned to real world business challenges? Do you want to gain hands‑on exposure, work with industry experts, and build future‑ready skills? If your answer is yes, then kick‑start your career with our Group Internal Audit Graduate Programme.
- The successful candidate will be responsible for delivering elements of audit assignments in accordance with Group Internal Audit methodology and as per agreed quality standards. In this exciting role you will apply the knowledge and skills you attained in your speciality in university within our setting and with our guidance.
What’s in it for you?
- Professional exposure through continuous coaching and development opportunities
- Future ready roles with access to excellent learning and development opportunities
- Alignment to professional qualifications through a robust and structured programme
- Opportunities to work in an environment with cutting edge internal audit techniques
- The chance to build a long term career aligned with your aspirations
Requirements: Skills, Qualifications, Experience required:
- Tertiary qualification in Internal Auditing
- Honours or equivalent (completed by end 2026)
- Achieved a minimum of 65% average in the last 2 years
- A South African citizen
- Cape Town based
Advantageous
- Data analytics course or experience
- Marketing course or experience
- Innovative, challenging and positive mindset
- Exceptional communication skills
- Problem solving aptitude
- Self-driven and accountable
- Able to handle change and manage ambiguity
Skills
Competencies
- Builds Networks
- Business Insight
- Customer Focus
- Ensures Accountability
- Financial Acumen
- Interpersonal Savvy
- Manages Complexity
- Plans and Aligns
Education
- NQF Level 8 - Honours or Postgraduate Diploma or equivalent (Required)
Closing Date
Method of Application
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